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Summit Securities Group’s EVgo EVGO Stock Holding History

Summit Securities Group’s Portfolio EVGO Stock Details EVGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-10,304
Closed -$37.6K – 1116
2025
Q2 		$37.6K Sell
10,304
-1,147
-10% -$3.93K 0.01% 579
2025
Q1 		$30.5K Buy
+11,451
New +$35.5K ﹤0.01% 408
2022
Q4 		– Sell
-298
Closed -$1.93K – 1213
2022
Q3 		$2K Sell
298
-2,202
-88% -$19.2K ﹤0.01% 862
2022
Q2 		$15K Sell
2,500
-27,500
-92% -$262K ﹤0.01% 804
2022
Q1 		$386K Buy
+30,000
New +$301K 0.04% 270

Other funds holding EVGO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
JGC
J. Goldman & Co New York $3.44B AUM 33.8% 1-Year Est. Return
SCM
SIR Capital Management New York $1.07B AUM 57.73% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit Securities Group's EVGO Position: Q3 2025 in Review

Summit Securities Group sold out of EVgo (EVGO) in Q3 2025, closing a stake of 10,304 shares — an estimated $37.6K sold.

Summit Securities Group first reported a position in EVGO in Q1 2022 and held it in 5 quarters. The position peaked at $386K in Q1 2022. 209 funds tracked by Wall St. Rank hold EVGO as of Q3 2025.

  • Summit Securities Group reported no remaining EVgo position as of Q3 2025 after selling out during the quarter.
  • Summit Securities Group sold 10,304 EVgo shares in Q3 2025, an estimated $37.6K.
  • Summit Securities Group first reported a position in EVgo in Q1 2022 and held it in 5 quarters.
  • Summit Securities Group's EVgo position peaked at $386K in Q1 2022.
  • 209 funds tracked by Wall St. Rank held EVgo as of Q3 2025.

Based on Summit Securities Group's 13F filing for Q3 2025, filed 13 Nov 2025.